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Colony Group LLC

SEC CIK
0001080628
Latest filing
Nov 14, 2023

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 15, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
769
−45 vs. Q2 2022
Portfolio value
$5.67B
−$146.8M (−2.5%) vs. Q2 2022
Filed
Nov 15, 2022
SEC
Holdings of Colony Group LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF619,035$203.2M3.6%+25,416+4.3%Added–
iShares Core MSCI Total International Stock ETF46432F834ETF3,836,888$195.4M3.4%+23,046+0.6%Added–
BRK.ABerkshire Hathaway IncCL A405$164.6M2.9%00.0%UnchangedHistory
AAPLApple Inc.Stock1,147,165$158.5M2.8%−21,701−1.9%ReducedHistory
MSFTMicrosoft CorpStock664,431$154.7M2.7%+7,906+1.2%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,079,635$145.9M2.6%+25,508+2.4%Added–
Vanguard High Dividend Yield Index ETF921946406ETF1,248,890$118.5M2.1%+54,979+4.6%Added–
SPDR Series Trust78468R812ST STR MSCI USAQ1,114,142$113.2M2.0%+7,501+0.7%Added–
iShares Tr464287622RUS 1000 ETF550,790$108.7M1.9%−4,544−0.8%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF500,350$89.8M1.6%+6,123+1.2%Added–
PEPPepsiCo IncStock456,325$74.5M1.3%+100,494+28.2%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF735,484$70.9M1.3%−17,814−2.4%Reduced–
Advisors Inner Circle FD III00774Q197RAYLIANT QUANTAM3,761,584$66.8M1.2%+337,941+9.9%Added–
UNHUnitedHealth Group IncStock130,753$66.0M1.2%−275−0.2%ReducedHistory
GOOGLAlphabet Inc.Stock628,892$60.2M1.1%+11,032+1.8%AddedConverted for a 20-for-1 splitHistory
BRK.BBerkshire Hathaway IncStock215,638$57.6M1.0%+181,217+526.5%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF329,457$53.9M1.0%−2,994−0.9%Reduced–
AMZNAmazon Com IncStock476,510$53.8M1.0%+2,953+0.6%AddedHistory
JPMJPMorgan Chase & CoStock509,141$53.2M0.9%−65,212−11.4%ReducedHistory
CVXChevron CorpStock351,568$50.5M0.9%+12,236+3.6%AddedHistory
PGProcter & Gamble CoStock356,999$45.1M0.8%+9,838+2.8%AddedHistory
iShares Tr464287689RUSSELL 3000 ETF206,632$42.8M0.8%−2,281−1.1%Reduced–
Vanguard Morningstar Value ETF922908744ETF345,030$42.6M0.8%−2,052−0.6%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF332,670$42.3M0.7%−31,746−8.7%Reduced–
iShares Core S&P Small Cap ETF464287804ETF468,644$40.9M0.7%+289,044+160.9%Added–
LOWLowes Companies IncStock213,290$40.1M0.7%+2,693+1.3%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,081,061$39.3M0.7%+3,997+0.4%Added–
MAMastercard IncStock136,947$38.9M0.7%+3,129+2.3%AddedHistory
CVSCVS Health CorpStock398,428$38.0M0.7%+7,242+1.9%AddedHistory
SPYSPDR S&P 500 ETF TrustETF106,293$38.0M0.7%+12,541+13.4%AddedHistory
HDHome Depot, Inc.Stock132,607$36.6M0.6%+1,247+0.9%AddedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF296,722$36.1M0.6%+37,064+14.3%Added–
JNJJohnson & JohnsonStock220,856$36.1M0.6%−247−0.1%ReducedHistory
MRKMerck & Co., Inc.Stock403,163$34.7M0.6%−72,296−15.2%ReducedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF349,542$34.6M0.6%−112,985−24.4%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF239,036$34.3M0.6%−2,700−1.1%Reduced–
GLDSPDR Gold TrustETF219,486$33.9M0.6%−52,692−19.4%ReducedHistory
iShares Core S&P 500 ETF464287200ETF94,631$33.9M0.6%+2,869+3.1%Added–
GOOGAlphabet Inc.Stock342,495$32.9M0.6%00.0%UnchangedConverted for a 20-for-1 splitHistory
iShares Tr464288414NATIONAL MUN ETF314,981$32.3M0.6%+13,024+4.3%Added–
ACNAccenture plcStock123,542$31.8M0.6%+3,848+3.2%AddedHistory
NOCNorthrop Grumman CorpStock62,966$29.6M0.5%+1,351+2.2%AddedHistory
Schwab International Small-Cap Equity ETF808524888ETF1,010,139$28.0M0.5%+23,229+2.4%Added–
iShares Core S&P Mid-Cap ETF464287507ETF123,959$27.2M0.5%+89,248+257.1%Added–
INTUIntuit Inc.Stock68,875$26.7M0.5%+2,208+3.3%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF124,459$26.2M0.5%−510−0.4%Reduced–
BJBJ's Wholesale Club Holdings, Inc.COM350,165$25.5M0.5%−240−0.1%ReducedHistory
NXPINXP Semiconductors N.V.COM171,631$25.3M0.4%+8,521+5.2%AddedHistory
MCDMcDonalds CorpStock109,205$25.2M0.4%+787+0.7%AddedHistory
VRTXVertex Pharmaceuticals IncStock86,226$25.0M0.4%+12,368+16.7%AddedHistory
TJXTJX Companies IncStock401,598$24.9M0.4%+300,141+295.8%AddedHistory
AMTAmerican Tower CorpREIT115,643$24.8M0.4%+992+0.9%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT192,874$24.5M0.4%+2,421+1.3%Added–
ICEIntercontinental Exchange, Inc.Stock271,615$24.5M0.4%+15,825+6.2%AddedHistory
JJacobs Solutions Inc.COM221,373$24.0M0.4%+5,698+2.6%AddedHistory
iShares Tr46434V282U S EQUITY FACTR659,445$23.9M0.4%−12,204−1.8%Reduced–
NVDANVIDIA CorpStock188,455$22.9M0.4%+1,391+0.7%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF625,126$22.8M0.4%+75,856+13.8%Added–
AZOAutoZone IncCOM10,646$22.8M0.4%+255+2.5%AddedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF295,789$22.4M0.4%−25,298−7.9%Reduced–
ABBVAbbVie Inc.Stock166,556$22.4M0.4%−4,864−2.8%ReducedHistory
DISWalt Disney CoStock236,904$22.3M0.4%+27,378+13.1%AddedHistory
SUSuncor Energy IncStock779,870$22.0M0.4%+31,161+4.2%AddedHistory
iShares Core S&P US Value ETF464287663ETF350,521$21.9M0.4%+318,831+1,006.1%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF184,456$21.9M0.4%−1,759−0.9%Reduced–
CSCOCisco Systems, Inc.Stock540,392$21.6M0.4%+11,609+2.2%AddedHistory
Schwab US Dividend Equity ETF808524797ETF325,320$21.6M0.4%+1,220+0.4%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF109,752$21.4M0.4%+27,748+33.8%Added–
CDWCDW CorpCOM136,611$21.3M0.4%+3,969+3.0%AddedHistory
ADPAutomatic Data Processing IncStock92,880$21.0M0.4%+981+1.1%AddedHistory
PNCPNC Financial Services Group, Inc.Stock131,906$19.7M0.3%+5,603+4.4%AddedHistory
URIUnited Rentals, Inc.COM70,874$19.1M0.3%+82+0.1%AddedHistory
John Hancock Exchange Traded47804J206MULTIFACTOR MI447,340$19.1M0.3%+10,459+2.4%Added–
iShares S&P 500 Growth ETF464287309ETF328,865$19.0M0.3%+171,405+108.9%Added–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL318,330$19.0M0.3%+1,729+0.5%Added–
MCOMoodys CorpStock77,411$18.8M0.3%+2,053+2.7%AddedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE553,806$18.5M0.3%−7,230−1.3%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF425,412$18.0M0.3%−23,667−5.3%Reduced–
iShares MSCI Eafe ETF464287465ETF320,108$17.9M0.3%+10,775+3.5%Added–
iShares Tr464288158SHRT NAT MUN ETF171,995$17.7M0.3%+6,127+3.7%Added–
BKNGBooking Holdings Inc.Stock10,626$17.5M0.3%+319+3.1%AddedHistory
AXPAmerican Express CoStock128,812$17.4M0.3%−1,691−1.3%ReducedHistory
TPLTexas Pacific Land CorpStock9,626$17.1M0.3%−11−0.1%ReducedHistory
LRCXLam Research CorpCOM46,505$17.0M0.3%+1,214+2.7%AddedHistory
AMHAmerican Homes 4 RentCL A514,246$16.9M0.3%+143,272+38.6%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF78,249$16.7M0.3%+4,552+6.2%Added–
CATCaterpillar IncStock100,639$16.5M0.3%−950−0.9%ReducedHistory
APDAir Products & Chemicals, Inc.Stock69,393$16.1M0.3%−1,840−2.6%ReducedHistory
ABTAbbott LaboratoriesStock166,645$16.1M0.3%+2,465+1.5%AddedHistory
BMYBristol Myers Squibb CoStock225,775$16.1M0.3%+12,778+6.0%AddedHistory
DHRDanaher CorpStock61,861$16.0M0.3%+964+1.6%AddedHistory
XOMExxonMobil Holdings CorpCOM182,730$16.0M0.3%−14,914−7.5%ReducedHistory
ORCLOracle CorpStock260,250$15.9M0.3%+2,423+0.9%AddedHistory
TRMBTrimble Inc.COM291,873$15.8M0.3%+290+0.1%AddedHistory
ARMKAramarkCOM500,142$15.6M0.3%+31,894+6.8%AddedHistory
EAElectronic Arts Inc.COM133,562$15.5M0.3%+7,433+5.9%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW282,274$15.3M0.3%−3,607−1.3%Reduced–
QCOMQualcomm IncStock135,168$15.3M0.3%+5,505+4.2%AddedHistory
ADBEAdobe Inc.Stock54,503$15.0M0.3%+27,671+103.1%AddedHistory
COSTCostco Wholesale CorpStock30,878$14.6M0.3%+268+0.9%AddedHistory

Sold out since Q2 2022 (90)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Colony Group LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
Berkshire Hathaway Cl B084670207COM183,210$50.0M0.9%–
iShares Tr464287788U.S. FINLS ETF102,346$7.16M0.1%–
Meridian Bioscience Inc589584101COM147,902$4.50M0.1%–
Nestle SA ADR641069406COM27,098$3.15M0.1%–
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG38,347$1.71M<0.1%–
IAAIAA, Inc.COM51,624$1.69M<0.1%History
BPOPPopular, Inc.COM NEW19,383$1.49M<0.1%History
BHCBausch Health Companies Inc.Stock154,531$1.29M<0.1%History
Vanguard Total International Bond ETF92203J407ETF23,027$1.14M<0.1%–
NEMNEWMONT CorpStock18,038$1.08M<0.1%History
KMXCarMax IncCOM11,424$1.03M<0.1%History
BAESYBae Systems PLCADR22,638$913.0K<0.1%History
Repsol S A Spon ADR76026T205ADR61,120$898.0K<0.1%–
SAFMSanderson Farms IncCOM4,021$867.0K<0.1%History
BABAAlibaba Group Holding LtdADR6,877$782.0K<0.1%History
VYXNCR Voyix CorpCOM25,145$782.0K<0.1%History
MUMicron Technology IncStock13,991$773.0K<0.1%History
SPDR Index Shs FDS78463X772ST S&P INTL ETF21,153$726.0K<0.1%–
AALAmerican Airlines Group Inc.Stock50,376$639.0K<0.1%History
iShares Tr46429B671MSCI CHINA ETF11,214$626.0K<0.1%–
Healthcare Realty Trust Inc42225P501CL A NEW22,106$617.0K<0.1%–
FNDFloor & Decor Holdings, Inc.CL A9,573$603.0K<0.1%History
Vinci SA927320101COM26,181$581.0K<0.1%–
CDKCDK Global, Inc.COM10,442$572.0K<0.1%History
First Tr Exchange Traded FD33738R118NASD TECH DIV10,976$551.0K<0.1%–
STORStore Capital LLCCOM20,031$522.0K<0.1%History
CTXSCitrix Systems IncCOM5,213$507.0K<0.1%History
International Cons Airls Gro Sponsored ADR459348108ADR185,916$485.0K<0.1%–
ETF Managers Tr26924G201PRIME CYBR SCRTY10,458$479.0K<0.1%–
HRHealthcare Realty Trust IncCOM17,345$472.0K<0.1%History
GLDMWorld Gold TrustSPDR GLD MINIS12,990$466.0K<0.1%History
Vanguard Whitehall FDS921946794INTL HIGH ETF7,656$450.0K<0.1%–
FNCBFNCB Bancorp, Inc.COM55,000$440.0K<0.1%History
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER9,880$436.0K<0.1%–
GSKGSK plcSPONSORED ADR9,487$413.0K<0.1%History
FLYWFlywire CorpCOM VTG20,338$359.0K<0.1%History
Farmers Bankshares Inc309479103COM19,250$339.0K<0.1%–
PIIPolaris Inc.Stock3,398$337.0K<0.1%History
OGNOrganon & Co.Stock9,515$321.0K<0.1%History
ETF Ser Solutions26922A826LONCAR CANCER20,892$317.0K<0.1%–
FAFFirst American Financial CorpStock5,911$313.0K<0.1%History
Global X FDS37954Y392VDEO GAM ESPRT14,329$300.0K<0.1%–
iShares Tr464288638ISHS 5-10YR INVT5,787$295.0K<0.1%–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF5,720$292.0K<0.1%–
EBAYeBay IncCOM6,858$286.0K<0.1%History
SNEXStoneX Group Inc.COM3,600$281.0K<0.1%History
SMGScotts Miracle-Gro CoStock3,498$276.0K<0.1%History
ETF Managers Tr26924G409PRIME MOBILE PAY7,034$275.0K<0.1%–
Global X FDS37954Y814FINTECH ETF12,666$270.0K<0.1%–
iShares Tr464288836U.S. PHARMA ETF1,337$256.0K<0.1%–
EMNEastman Chemical CoStock2,812$252.0K<0.1%History
CCOICogent Communications Holdings, Inc.COM NEW4,153$252.0K<0.1%History
MNSTMonster Beverage CorpCOM2,672$248.0K<0.1%History
IIPRInnovative Industrial Properties IncCOM2,251$247.0K<0.1%History
CCChemours CoStock7,659$245.0K<0.1%History
ProShares Tr74347X831ULTRAPRO QQQ9,973$239.0K<0.1%–
ELEstee Lauder Companies IncCL A925$236.0K<0.1%History
Global X FDS37954Y145CANNABIS ETF NEW14,726$236.0K<0.1%–
VLOValero Energy CorpStock2,173$231.0K<0.1%History
iShares Tr464287184CHINA LG-CAP ETF6,600$224.0K<0.1%–
SNPSSynopsys IncCOM737$224.0K<0.1%History
ROKURoku, IncCOM CL A2,702$222.0K<0.1%History
WTRGEssential Utilities, Inc.COM4,838$222.0K<0.1%History
Flutter Entmt PLC Unsponsored ADS344044102ADR4,375$221.0K<0.1%–
BKRBaker Hughes CoCL A7,595$219.0K<0.1%History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF4,133$218.0K<0.1%–
QDELQuidelOrtho CorpCOM2,190$213.0K<0.1%History
AUBAtlantic Union Bankshares CorpCOM6,251$212.0K<0.1%History
iShares Tr46434V316GLOBAL EQUITY6,820$212.0K<0.1%–
AJGArthur J. Gallagher & Co.COM1,289$210.0K<0.1%History
STAGSTAG Industrial, Inc.COM6,785$210.0K<0.1%History
MKTXMarketaxess Holdings IncCOM818$209.0K<0.1%History
RFRegions Financial CorpCOM11,134$209.0K<0.1%History
FRFHFFairfax Financial Holdings LtdCommon Stock395$209.0K<0.1%History
MANManpowerGroup Inc.COM2,728$208.0K<0.1%History
CPKChesapeake Utilities CorpCOM1,600$207.0K<0.1%History
BBUCBrookfield Business CorpCL A EXC SUB VTG9,012$207.0K<0.1%History
BNYBank of New York Mellon CorpStock4,916$205.0K<0.1%History
Schwab Emerging Markets Equity ETF808524706ETF8,060$205.0K<0.1%–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF3,241$205.0K<0.1%–
CTRACoterra Energy Inc.Stock7,809$201.0K<0.1%History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF4,527$201.0K<0.1%–
ARCCAres Capital CorpCEF10,997$197.0K<0.1%History
ESIElement Solutions IncCOM10,002$178.0K<0.1%History
BAKBraskem SASP ADR PFD A11,058$158.0K<0.1%History
HBIHanesbrands Inc.COM15,020$155.0K<0.1%History
VTRSViatris IncStock10,755$113.0K<0.1%History
Starz Entertainment Corp535919500CL B NON VTG10,219$90.0K<0.1%–
VRMVroom, Inc.COM37,500$47.0K<0.1%History
TLLTFTILT Holdings Inc.com10,000$2.00K<0.1%History